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Oil States International Sidoti's Year End Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Sidoti's Year End Virtual Investor Conference summary10 Dec, 2025
Key strategic themes
Accelerating shift toward offshore and international markets, reducing U.S. shale exposure for more stable, higher-margin revenue streams and improved free cash flow generation.
Highest backlog in over a decade at $399 million, providing strong visibility into 2026 and supporting robust revenue and bookings guidance for the fourth quarter.
Focus on technology-driven differentiation, with leading market share in Flex Joint connectors and new product introductions like Managed Pressure Drilling Systems and low-impact workover riser packages.
Ongoing investment in R&D and organic growth, with selective tuck-in acquisitions only when highly strategic.
Expansion into new energy markets, including offshore wind, carbon capture, geothermal, and subsea minerals, leveraging legacy oil and gas technologies.
Financial performance and capital allocation
Free cash flow yield at 19% on a trailing twelve-month basis, with guidance for over $100 million in free cash flow for the year.
Net debt reduced to $38 million as of September 30, with expectations to reach net debt zero by year-end, ahead of 2026 convertible note maturity.
Aggressive share repurchases underway, with potential for future dividends depending on shareholder preference.
CapEx elevated to $32–$33 million for the year due to completion of a new facility in Batam, Indonesia, but expected to decrease going forward.
Trading at 5.2x EBITDA, management views current valuation as compelling relative to technology and cash generation.
Segment highlights and operational focus
Offshore Manufactured Products is the largest and most global segment, driving growth and margin improvement.
Completion and Production Services segment is being streamlined, exiting commoditized, lower-margin lines to focus on differentiated rental and service offerings.
Downhole Technologies segment challenged by lower U.S. shale activity but targeting recovery through new technology and international expansion.
New facilities and global manufacturing footprint support organic growth and cost efficiency.
Backlog and multi-year project cycles in offshore/international markets provide revenue stability and reduced cyclicality compared to U.S. shale.
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Next Oil States International earnings date
Q4 202519 Feb, 2026
Next Oil States International earnings date
Q4 202519 Feb, 2026
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Oil States International, Inc. provides products and services for the oil and natural gas industry, including offshore and land-based drilling, completion, and production operations. Its offerings include deepwater capital equipment, offshore rig services, and wellsite services. The company serves customers across the energy and industrial sectors. Oil States International, Inc. is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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